Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $166 Billion
  • Q4 2024

Viawealth, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.02B, Microsoft Corp with a value of $6.4B, Proshares S&P 500 Dividend Ari with a value of $6.24B, Vanguard Intermediate Term Cor with a value of $4.92B, and Graco Inc with a value of $4.64B.

Examining the 13F form we can see an decrease of $5.96B in the current position value, from $172B to 166B.

Viawealth, LLC is based out at Overland Park, KS

Below you can find more details about Viawealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $53.6 Billion
Technology: $31.3 Billion
Industrials: $14.5 Billion
Financial Services: $14.1 Billion
Healthcare: $12.5 Billion
Consumer Cyclical: $11.1 Billion
Energy: $7.26 Billion
Communication Services: $6.56 Billion
Other: $10.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$8.02 Billion 4.84% of portfolio
59,712
Q4 2024 Reduced 4.21%
$2.97T
$6.4 Billion 3.86% of portfolio
15,180
Q4 2024 Reduced 2.19%
$14.6B
$4.64 Billion 2.8% of portfolio
55,081
Q3 2024 Reduced 0.14%
$3.97T
$4.52 Billion 2.73% of portfolio
18,060
Q4 2024 Reduced 1.25%
$2.17T
$3.71 Billion 2.24% of portfolio
16,902
Q4 2024 Reduced 9.44%
$440B
$3.66 Billion 2.21% of portfolio
7,242
Q4 2024 Reduced 1.84%
$1.05T
$3.41 Billion 2.06% of portfolio
18,007
Q4 2024 Reduced 8.4%
$361B
$2.62 Billion 1.58% of portfolio
14,751
Q4 2024 Reduced 0.32%
$353B
$2.48 Billion 1.49% of portfolio
56,320
Q4 2024 Reduced 2.19%
$68.2B
$2.02 Billion 1.22% of portfolio
42,325
Q4 2024 Reduced 2.39%
$650B
$1.99 Billion 1.2% of portfolio
4,395
Q4 2024 Reduced 7.88%
$169B
$1.98 Billion 1.19% of portfolio
7,594
Q4 2024 Added 0.88%
$306B
$1.71 Billion 1.03% of portfolio
5,111
Q4 2024 Added 8.61%
$143B
$1.66 Billion 1.0% of portfolio
7,329
Q4 2024 Added 3.93%
$403B
$1.57 Billion 0.95% of portfolio
4,035
Q4 2024 Reduced 7.13%
$120B
$1.51 Billion 0.91% of portfolio
18,910
Q4 2024 Reduced 1.56%
$181B
$1.48 Billion 0.89% of portfolio
9,634
Q4 2024 Reduced 5.38%
$956B
$1.42 Billion 0.86% of portfolio
3,523
Q4 2024 Reduced 20.4%
$28.7B
$1.36 Billion 0.82% of portfolio
11,762
Q4 2024 Added 6.43%
$265B
$1.35 Billion 0.81% of portfolio
14,927
Q4 2024 Reduced 9.77%
$124B
$1.29 Billion 0.78% of portfolio
12,985
Q4 2024 Added 0.89%
$409B
$1.25 Billion 0.76% of portfolio
7,481
Q4 2024 Reduced 6.7%
$17.4B
$1.25 Billion 0.75% of portfolio
16,460
Q4 2024 Added 70.48%
$755B
$1.19 Billion 0.72% of portfolio
4,977
Q4 2024 Reduced 9.8%
$435B
$1.08 Billion 0.65% of portfolio
1,215
Q4 2024 Reduced 2.02%
$56.3B
$1.04 Billion 0.63% of portfolio
5,691
Q4 2024 Added 99.13%
$115B
$1.04 Billion 0.63% of portfolio
3,748
Q4 2024 Reduced 8.56%
$163B
$1.03 Billion 0.62% of portfolio
4,296
Q2 2024 Reduced 3.37%
$12.1B
$1.02 Billion 0.62% of portfolio
2,874
Q4 2024 Reduced 11.51%
$70.8B
$978 Million 0.59% of portfolio
7,891
Q4 2024 Reduced 15.46%
$68.5B
$948 Million 0.57% of portfolio
17,520
Q4 2024 Reduced 27.04%
$15.5B
$935 Million 0.56% of portfolio
3,281
Q3 2023 Reduced 34.99%
$147B
$931 Million 0.56% of portfolio
2,197
Q4 2024 Reduced 5.02%
$244B
$910 Million 0.55% of portfolio
7,563
Q4 2024 Reduced 8.48%
$10.5B
$885 Million 0.53% of portfolio
10,438
Q4 2024 Reduced 7.72%
$306B
$884 Million 0.53% of portfolio
6,101
Q4 2024 Reduced 5.6%
$132B
$861 Million 0.52% of portfolio
8,099
Q4 2024 Reduced 8.48%
$264B
$850 Million 0.51% of portfolio
14,361
Q4 2024 Reduced 10.15%
$97.8B
$837 Million 0.51% of portfolio
10,163
Q4 2024 Reduced 10.21%
$26.9B
$827 Million 0.5% of portfolio
7,899
Q4 2024 Reduced 4.12%
$111B
$808 Million 0.49% of portfolio
4,685
Q4 2024 Reduced 3.52%
$15.2B
$802 Million 0.48% of portfolio
6,228
Q4 2024 Reduced 7.99%
$58.2B
$796 Million 0.48% of portfolio
20,765
Q4 2024 Reduced 8.17%
$15.7B
$785 Million 0.47% of portfolio
1,982
Q4 2024 Reduced 8.79%
$229B
$741 Million 0.45% of portfolio
2,557
Q4 2024 Reduced 10.44%
$21.8B
$717 Million 0.43% of portfolio
30,470
Q4 2024 Reduced 4.35%
$85.7B
$718 Million 0.43% of portfolio
8,414
Q4 2024 Reduced 8.8%
$11.2B
$706 Million 0.43% of portfolio
19,220
Q4 2024 Reduced 4.97%
$205B
$712 Million 0.43% of portfolio
8,276
Q4 2024 Added 5.28%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $166 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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